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Accordant Advisory Group Inc: OUNZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Accordant Advisory Group Inc on OUNZ, newest first. How the timeline and the estimate are built.

Accordant Advisory Group Inc held 272,802 OUNZ shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 272,802 shares
    Change vs previous 13F -426 shares

    7.1% of the 13F portfolio, value $10,527,430.

    13F-HR 0002013499-26-000003 filed by Accordant Advisory Group Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 273,228 shares
    Change vs previous 13F -25,484 shares

    7.63% of the 13F portfolio, value $12,308,922.

    13F-HR 0002013499-26-000002 filed by Accordant Advisory Group Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 298,712 shares
    Change vs previous 13F +4,858 shares

    8.55% of the 13F portfolio, value $12,390,574.

    13F-HR 0002013499-26-000001 filed by Accordant Advisory Group Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 293,854 shares
    Change vs previous 13F +5,148 shares

    7.44% of the 13F portfolio, value $10,928,431.

    13F-HR 0002013499-25-000009 filed by Accordant Advisory Group Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 288,706 shares
    Change vs previous 13F +12,908 shares

    6.86% of the 13F portfolio, value $9,206,835.

    13F-HR 0002013499-25-000007 filed by Accordant Advisory Group Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 275,798 shares
    Change vs previous 13F +50,081 shares

    8.13% of the 13F portfolio, value $8,312,552.

    13F-HR/A 0002013499-25-000003 filed by Accordant Advisory Group Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 225,717 shares
    Change vs previous 13F +10,044 shares

    5.51% of the 13F portfolio, value $5,710,640.

    13F-HR 0002013499-25-000001 filed by Accordant Advisory Group Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 215,673 shares
    Change vs previous 13F not available

    4.36% of the 13F portfolio, value $5,475,937.

    13F-HR 0002013499-24-000004 filed by Accordant Advisory Group Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).